JWA
FSSL

JFS Wealth Advisors’s FS Specialty Lending Fund FSSL Stock Holding History

JFS Wealth Advisors’s Portfolio FSSL Stock Details FSSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2K Hold
1,275
– – ﹤0.01% 865
2026
Q1 		$16K Hold
1,275
– – ﹤0.01% 797
2025
Q4 		$18K Buy
+1,275
New +$17.4K ﹤0.01% 778

Other funds holding FSSL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

JFS Wealth Advisors's FSSL Position: Q2 2026 in Review

JFS Wealth Advisors held its FS Specialty Lending Fund (FSSL) position steady in Q2 2026 at 1,275 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

JFS Wealth Advisors first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $18K in Q4 2025. 38 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • JFS Wealth Advisors held 1,275 shares of FS Specialty Lending Fund worth $14.2K as of Q2 2026.
  • JFS Wealth Advisors left its FS Specialty Lending Fund share count unchanged in Q2 2026.
  • FS Specialty Lending Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #865 holding.
  • JFS Wealth Advisors first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's FS Specialty Lending Fund position peaked at $18K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.